CIK: 0001492375
申告総資産額
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上位200銘柄を表示中(全372銘柄)
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.69% | -4.63% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.11% | -5.31% | EXIT | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.86% | -6.34% | EXIT | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.44% | -4.94% | EXIT | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.29% | -3.81% | EXIT | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.92% | -3.41% | EXIT | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.52% | -2.33% | EXIT | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.14% | -1.88% | EXIT | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.09% | -1.86% | EXIT | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.07% | -3.36% | EXIT | |
| 11 | AAPL | Apple INC | 株式-IT | 1.75% | -1.07% | EXIT | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.67% | -3.20% | EXIT | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | -2.16% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | -1.58% | EXIT | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.37% | -0.89% | EXIT | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.29% | -1.44% | EXIT | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.26% | -1.76% | EXIT | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | -1.89% | EXIT | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.11% | -0.83% | EXIT | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | -0.62% | EXIT | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.52% | EXIT | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.88% | — | +3.63% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | -0.47% | EXIT | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | -1.40% | EXIT | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.80% | — | +1407.57% | |
| 26 | CELG | Celgene CORP | 株式-その他 | 0.76% | — | +2.12% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.70% | — | +11.39% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.68% | -0.62% | EXIT | |
| 29 | TDG | Transdigm Group INC | 株式-資本財 | 0.67% | — | +25.36% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.66% | — | +51.95% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.63% | -1.22% | EXIT | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.41% | EXIT | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.59% | -0.64% | EXIT | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +409.76% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | -0.35% | EXIT | |
| 36 | FXH | First Trust Health Care Alph | ETF-その他 | 0.56% | — | -0.25% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.55% | -0.49% | EXIT | |
| 38 | DAL | Delta Air Lines INC | 株式-資本財 | 0.53% | — | +265.31% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.52% | — | +582.87% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | +5.87% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | -0.35% | EXIT | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | — | +7.90% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | -1.02% | EXIT | |
| 44 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.45% | — | -0.53% | |
| 45 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.44% | — | +304.29% | |
| 46 | GAB | Gabelli Equity Trust | 株式-その他 | 0.43% | — | +10.68% | |
| 47 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.43% | -0.41% | EXIT | |
| 48 | AFG | American Financial Group INC | 株式-金融 | 0.43% | — | +7.93% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.42% | — | +3.07% | |
| 50 | FAB | First Trust Multi Cap Value | ETF-その他 | 0.42% | — | -3.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | STZ | Constellation Brands Inc-a | +0.7% | +1407.57% | 増加 |
| 2 | HD | Home Depot INC | +0.6% | +163.58% | 増加 |
| 3 | MCD | Mcdonald's CORP | +0.5% | +409.76% | 増加 |
| 4 | DAL | Delta Air Lines INC | +0.4% | +265.31% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +146.89% | 増加 |
| 6 | NKE | Nike INC -cl B | +0.4% | +582.87% | 増加 |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +27.11% | 増加 |
| 8 | XFFCX | Flaherty & Crumrine Pref INC | +0.3% | +304.29% | 増加 |
| 9 | VTV | Vanguard Value ETF | +0.3% | +14.17% | 増加 |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.2% | +26.77% | 増加 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +29.91% | 増加 |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +371.75% | 増加 |
| 13 | MO | Altria Group INC | +0.2% | +51.95% | 増加 |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +24.87% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +45.59% | 増加 |
| 16 | VNQ | Vanguard Real Estate ETF | +0.1% | +23.63% | 増加 |
| 17 | TDG | Transdigm Group INC | +0.1% | +25.36% | 増加 |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +18.53% | 増加 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +10.54% | 増加 |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +17.41% | 増加 |
| 21 | VB | Vanguard Small-cap ETF | 0% | +14.87% | 増加 |
| 22 | IWF | Ishares Russell 1000 Growth | — | +8.21% | 増加 |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +10.87% | 増加 |
| 24 | BLV | Vanguard Long-term Bond ETF | -0.1% | +14.46% | 増加 |
| 25 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | +10.59% | 増加 |
| 26 | BIV | Vanguard Intermediate-term B | -0.1% | +10.08% | 増加 |
| 27 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +10.13% | 増加 |
| 28 | JBHT | Hunt (jb) Transprt Svcs INC | -0.3% | -85.70% | 減少 |
| 29 | BXSY | Bexil Investment Trust | -0.3% | -77.99% | 減少 |
| 30 | MIDD | Middleby CORP | -0.4% | -79.98% | 減少 |
| 31 | AAL | American Airlines Group INC | -0.4% | -66.34% | 減少 |
| 32 | BSV | Vanguard Short-term Bond ETF | -0.5% | +8.01% | 増加 |
| 33 | ✓ | -0.9% | -88.31% | 減少 | |
| 34 | BNY | Bank Of New York Mellon CORP | — | NEW | 新規購入 |
| 35 | SNA | Snap-on INC | — | NEW | 新規購入 |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 37 | FBT | First Trust Nyse Arca Biotec | — | EXIT | 全売却 |
| 38 | SUN | Sunoco LP | — | EXIT | 全売却 |
| 39 | ✓ | Valsparcom | — | EXIT | 全売却 |
| 40 | FDN | First Trust Dj Internet Ind | — | EXIT | 全売却 |
| 41 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 42 | HALO | Halozyme Therapeutics INC | — | NEW | 新規購入 |
| 43 | VALE | Vale S.A. | — | EXIT | 全売却 |
| 44 | AAP | Advance Auto Parts INC | — | EXIT | 全売却 |
| 45 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 46 | SBNY | Signature Bank | — | NEW | 新規購入 |
| 47 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 48 | ILMN | Illumina INC | — | EXIT | 全売却 |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 50 | ✓ | Linkedin CORP | — | NEW | 新規購入 |